Establishing PeopleSoft Program Management Business Unit Options

Tree Name

Select an enterprise tree or enter the name of a new tree, and click the Initialize Enterprise Tree button. This is the enterprise tree that is associated with the selected business unit.

Initialize Enterprise Tree

Click to create a new enterprise program tree for the business unit. You must enter the name of the new tree in the Tree Name field before you can initialize the tree.

Calendar ID

Select the calendar to use for project requests that are within the selected business unit. This calendar determines the periods and years into which users can enter project request costs and benefits. The calendar that you specify should contain entries for years as far into the future as you anticipate that users will forecast benefits and returns on any given request. For instance, if the organization intends to use project requests to approve capital requests for large-scale assets such as land and buildings, you are likely to need 30 or more future years' worth of entries set up in the calendar that you specify.

Template

Select a template that defines the default change control settings for projects and activities that are created within the selected business unit.

Add or Modify Templates

Click to access the Change Control Template Page, on which you can specify change control attributes for projects, activities, transactions, budget plans, resources, and estimates to complete.

See Understanding Change Control Management

Manual

Select to manually enter the start date, end date, and duration for projects on the Project General page and for activities on the Project Activities page. The system does not perform any date calculation.

Delay Calculations Until Save

Select to have the system roll up activity start and end dates to summary activities at save time.

This is the default option in PeopleSoft Program Management.

Realtime Calculations

Select to have the system roll up activity start and end dates to summary activities as soon as you change the detail activity dates.

Hours per Day

Enter the number of hours that define a work day for this business unit. The system uses this field to calculate the duration in days.

Schedule Method

Select the default method for calculating schedules in the business unit. The scheduling method determines what element of a project schedule remains constant when one of the three scheduling variables (work, duration, or units) changes.

Select one of these scheduling methods:

• Fixed Duration: When a schedule is calculated or recalculated, the variable that remains constant is the total amount of time in which assigned labor resources must complete an activity.

  You should not select this option if you select Duration in the Project Calculation Method or Activity Calculation Method field.

• Fixed Units: When a schedule is calculated or recalculated, the variable that remains constant is the number of labor resource units that are assigned to an activity.

• Fixed Work: When a schedule is calculated or recalculated, the variable that remains constant is the total amount of work, measured in hours or days, that assigned labor resources require to complete an activity.

Project Calculation Method and Activity Calculation Method

Select the default method for calculating schedules at the project and activity levels. Select one of these methods:

• Duration: The duration is determined from the start date and end date that is entered for the project or activity. You should not select this option if you select Fixed Duration in the Schedule Method field.

• End Date: The end date of the schedule is determined based upon the start date and the duration entered for the project or activity.

• Start Date: The start date of the schedule is calculated based on the duration and end date that is entered for the project or activity.

Project Calendar

Select a default calendar to use for calculating schedules at the project and activity levels. The system uses this calendar to determine business holidays and nonwork days and to factor them into the calculation of start dates, end dates, and durations. If you use PeopleSoft Resource Management, the system does not schedule resources on project calendar holidays on assignments that are created in PeopleSoft Program Management.

Automatic Forecast Approval

Select to indicate that project managers do not have to approve forecasts to make them accessible to PeopleSoft Program Management for the purposes of time, cost, and revenue forecasts. Deselect the option to indicate that approval is required on the forecast review page before forecasts can be used.

Forecast Level

Select Project or Project/Activity to indicate the default level at which forecasting is to occur in this business unit for each project.

Standard Rate

Select to determine where the system obtains standard cost rates and bill rates when generating estimates. Project estimates are based on the cost and bill rates that are associated with a job code, resource, or role.

All Detail Activities

Select to enable users to charge transactions on all detail activities regardless of an activity's WBS level. This is the default project-charging level.

You must select this option if you want to select the Enforce Team option of Project Activity Resource Pool on the Project Costing Options page.

Activity Costing Level

Select a costing level of 1, 2, or 3, to restrict charging to a single costing level of the WBS. Users can charge to both summary and detail activities that reside in the specified costing level. This option is not available if the Enforce Team option on the Project Costing Definition page is Project Activity Resource Pools.

Charging Level for Time Reports

Select All Detail Activities to enable time reporting in PeopleSoft Expenses at the detail level, even though all transactions are entered at the costing level.

Deselect this option to require time reporting at the same costing level as specified for the project.

Restrict Rate Types

Select to restrict rate types for named and generic labor resources. Doing so limits the rate types that you can select for cost and bill rates on the Resources and Resources by Activity pages. Additionally, the rate options that are available on the Rate Sets - Target page are based on the rate types that you specify for the project business unit.

If you do not restrict rate types, select the default bill and cost rate types that appear on the Resources and Resources by Activity pages for named resources and generic labor resources.

(Named Resource) Bill and Cost

Select the specific bill and cost rate types that you want to be available when you add a named labor resource to the project or activity team. You can override the default rate type on the Resources and Resources by Activity pages with another rate type.

Available options are:

Custom: Users enter the custom rate name in the Rate Name field. The custom rates that are available on this component are limited to those with criteria fields EMPLID, JOBCODE, PROJ_ROLE, and/or REGION_CD, and have a value of Source Quantity in the Apply Rates to field on the Define Custom Rates Page. Custom rates containing any other criteria field will not be available for use on this component. The system assigns the rate based on the Populate Custom Rate page for the rate name.

Override: Users enter the resource's rate type when they add a resource.

Employee: The system assigns the rate that is set up for the employee on the Rates by Employee page in PeopleSoft Project Costing.

Job Code: The system assigns the rate that is set up for the employee's job code on the Rates by Job Code page in PeopleSoft Project Costing.

Project Role: The system assigns the rate that is set up for the employee's project role on the Rates by Role page in PeopleSoft Project Costing.

(Generic Resource) Bill and Cost

Select the specific bill and cost rate types that you want to be available when you add a generic labor resource to the project or activity team. You can override the default rate type on the Resources and Resources by Activity pages with another rate type.

Available options are Override and Project Role.

Project Health Indicator

Select one or more default health indicators that the system uses to measure how well a project or activity is doing in this business unit. The health indicators that you select appear on the Manager Workbench and Activity pages.

The indicator options are:

• Blank (none selected): The health indicator that is on the Manager Workbench page does not appear for any project or activity belonging to the specified business unit.

• % Risks Without Action Plan: Percentage of project risks that have no action plan for the selected activity on the Manager Workbench page, calculated as (Number of project risks without an action plan ÷ Total number of project risks) × 100.

• Cost to Budget Variance: The percentage difference between the project's actual and budgeted costs. The system calculates budget health based on the Budget Alert setup. Use the Budget Alerts page to set up the Cost to Budget Variance health indicator.

  See Project Costing Options - Budget Alerts (business unit) Page.

• High Issues: The percentage of issues that are of high priority status for the selected project or activity on the Manager Workbench page, calculated as (Number of high issues ÷ Total of all issues) × 100.

• Overdue Deliverables: The percentage of the activity deliverables that do not meet their deadlines for the selected activity on the Manager Workbench, calculated as (Number of overdue deliverables ÷ Total number of deliverables) × 100.

  Note: This value applies only to activities; you cannot enter a project weight percent.

• Overloaded Resources: The percentage of resources that are overloaded or need to be rescheduled calculated as (Number of overloaded resources) ÷ (Total number of resources) × 100

• Schedule: The completion percentage for activities that do not meet their deadlines, calculated as (Number of overdue activities ÷ Total number of activities) × 100.

• User Defined Indicator: You manually enter the value into this field; the system does not calculate the value.

  Note: You can enter a user-defined indicator only for projects, so no weight is available to calculate overall activity health.

Alert Percent

Enter a numerical value that triggers an alert status (displayed as a red symbol) for the corresponding project health indicator. All project health indicators with calculated percent values that are equal to or higher than the alert percent trigger a red alert status on the Manager Workbench page.

Warning Percent

Enter a numerical value that triggers a warning status (displayed as a yellow symbol) for the corresponding project health indicator. All project health indicators with calculated percent values that are equal to or higher than the warning percent but less than the alert percent trigger a yellow warning status on the Manager Workbench page.

Project Weight Percent

Enter the percent to weigh the health indicator for the project as compared to other health indicators. The system calculates overall project health as the weighted average of the health indicators.

Activity Weight Percent

Enter the percent to weigh the health indicator for the activity as compared to other health indicators. The system calculates overall activity health as the weighted average of the health indicators.

Distribute Project Weight

Click to evenly spread 100 percent to the project weight of each health indicator.

Distribute Activity Weight

Click to evenly spread 100 percent to the activity weight of each health indicator.